See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,983 | $167,307-2.6% | $143,757+13.4% | $134,475+21.2% |
| Participation rate | 70.8% | 84.8%-14.0pp | 80.3%-9.5pp | 81.2%-10.4pp |
| Annual return | -16.29% | 0.46%-16.8pp | -0.04%-16.3pp | 417.96%-434.3pp |
| Employer contribution / active EE | $2,564 | $5,619-54.4% | $4,951-48.2% | $4,740-45.9% |
| Participant deferral / active EE | $5,541 | $6,446-14.0% | $5,637-1.7% | $6,400-13.4% |
| Admin fee / account holder | $2,029 | $18,088-88.8% | $14,673-86.2% | $11,426-82.2% |